GC
FF-10352 · Client since 13 Apr 2011
Gráinne Cotter
grainne@example.ie+353 87 498 5494Kinsale, Co. Cork
- FRAME-managed
- €954,857
- Advisor
- Declan Barry
- Risk profile
- Adventurous
- Next review
- 24 Nov 2026Due soon
Asset summary
- Invested assets & pensions
- €852,914
- Cash & deposits
- €101,943
- Insurance cash / surrender value
- €0
- Total current assets
- €954,857
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 24 Nov 2026Due soon
Overall complianceCompliant